PMVEX Mutual Fund

PMVEX Mutual Fund

NAV$35.04
See how much of PMVEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.29%
3 Months
+3.80%
6 Months
+14.09%
YTD
+26.28%
1 Year
+32.28%
3 Years (annualized)
+23.69%
5 Years (annualized)
+10.64%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PMVEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+26.28%
Peer Avg (YTD)
+8.01%
vs Peers
+18.27%

PMVEX Mutual Fund Performance

PMVEX performance across multiple time periods: 1-month 6.29%, YTD 26.28%, 1-year 32.28%, 3-year 23.69%, 5-year 10.64%, 10-year 8.75%.

PMVEX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

PMVEX vs another fund shows side-by-side returns. PMVEX alternatives are available in the Mutual Fund Screener.